(以下内容从开源证券《电力行业2026年度投资策略:电改加速深化,预期有望趋稳》研报附件原文摘录)核心观点1.行业回顾:红利风格表现不佳,电力需求平稳增长2025年初至10月28日,红利风格板块整体表现不佳。2025Q1-3,电力需求维持平稳增长,我国全社会用电量7.77万亿千瓦时,同比增长4.8%。预计十五五期间我国将呈现“宽电量、紧电力”的电力供需格局,综合电价有望企稳。2.电力:煤价触底带动...
Source Link(以下内容从开源证券《电力行业2026年度投资策略:电改加速深化,预期有望趋稳》研报附件原文摘录)核心观点1.行业回顾:红利风格表现不佳,电力需求平稳增长2025年初至10月28日,红利风格板块整体表现不佳。2025Q1-3,电力需求维持平稳增长,我国全社会用电量7.77万亿千瓦时,同比增长4.8%。预计十五五期间我国将呈现“宽电量、紧电力”的电力供需格局,综合电价有望企稳。2.电力:煤价触底带动...
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